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April 11, 2018

Time To Grab My Pitchfork (AIM Edition)


I have written about Aimia (AIM- Canada) a few times now (article 1, article 2, article 3). For a summary, AIM operates loyalty programs which are highly cash generative. The shares have collapsed following Air Canada notifying AIM that they will not continue their partnership when it ends in 2020. I figure AIM is worth somewhere north of $6 per share if you assume Read More
Categories: Investments
Positions Mentioned: AIM CN